India accounts for over 70 pc of APAC office leasing in Jan-June

Why this matters

India’s dominance in APAC office leasing during the first half of the year underscores a bifurcated regional market where growth is increasingly concentrated in select urban hubs. For US institutional investors and capital allocators, this signals a nuanced recalibration of Asia-Pacific exposure within office portfolios. While broader APAC office markets continue to grapple with uneven recovery and structural shifts—ranging from hybrid work adoption to supply-demand imbalances—India’s robust leasing activity suggests a relative resilience underpinned by sustained corporate expansion and demand for modern workspace. This concentration also reflects capital’s preference for markets with clearer growth trajectories and tenant demand fundamentals, potentially influencing cross-border capital flows and underwriting standards. Lenders and equity investors may interpret India’s leasing momentum as a signal to recalibrate risk premiums and allocate capital more selectively across APAC, favoring markets with demonstrable leasing velocity and occupier confidence. For US allocators, the data point invites scrutiny of regional diversification strategies, emphasizing the importance of granular market analysis over broad-brush APAC allocations. Ultimately, India’s outsized share of leasing activity highlights the uneven recovery within APAC offices and the need for a differentiated approach to capital deployment in the region.

Editorial analysis · AI-assisted

On the RET wire

• Disclosed office deal value tracked in August 2026: $17.1B across 72 reported transactions. All Office coverage →

Computed from Real Estate Trail’s own tracked coverage

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